Transforming Insolvency Operations Through Intelligent CRM Automation

The requirement

Marshall Peters operates in a document‑heavy, time‑critical insolvency environment. Case teams handle large volumes of scanned documents, emails, payment records and financial evidence. That made it slow and complex to trace transactions, analyse case histories and produce accurate reports.

The CRM held the right data, but extracting insight and producing reports depended on manual review. That slowed case progression, raised operational risk and ate into the time senior staff could spend on higher‑value advisory work. Marshall Peters needed to increase speed, improve traceability and strengthen reporting, without disrupting live cases or replacing core systems.

Our solution

North Stack designed and delivered an AI‑enabled workspace that sits on top of Marshall Peters' existing CRM and case management systems, avoiding any need to replace core platforms.

Using intelligent document processing, the platform automatically scans uploaded documents, including PDFs, bank statements and email attachments. Key data points such as payment references, dates, amounts and counterparties are extracted and linked back to the correct case in seconds rather than hours.

This created a step change in speed. Case teams can now trace payments instantly, identify anomalies quickly and generate structured analysis without manual searching. Reporting workflows were rebuilt to surface the right information automatically, enabling faster internal reviews and clearer outputs for stakeholders and regulators.

Crucially, the solution was implemented rapidly and without disruption to ongoing cases, delivering immediate value from day one.

Impact

• Document review and data extraction time reduced by over 70 percent
• Payment traceability completed in minutes rather than hours
• Report creation time reduced by 45 percent, with improved consistency and accuracy
• Faster case progression with stronger audit and regulatory confidence
• Teams now spend significantly more time on decision‑making and client outcomes rather than administration
• Leadership described the solution as transformational in both speed and control, changing how cases are managed day to day

Why it worked

North Stack focused on one thing above all else: removing friction from real‑world workflows. By enhancing existing systems rather than replacing them, the solution increased speed, reduced risk and strengthened compliance without slowing the business down.